Ce diaporama a bien été signalé.
Nous utilisons votre profil LinkedIn et vos données d’activité pour vous proposer des publicités personnalisées et pertinentes. Vous pouvez changer vos préférences de publicités à tout moment.
Projects don’t always
go as planned.
You can perfectly
outline the tasks, major
milestones, and timeline for each project
You can perfectly
outline the tasks, major
milestones, and timeline for each project
…but in the end, things happen.
Clients don’t send the
information you need
	
  
Clients don’t send the
information you need
	
  
A key employee walks
out the door
	
  
Clients don’t send the
information you need
	
  
A key employee walks
out the door
	
  
A technical issue pops up that req...
This can spiral out of control when everyone is
simply referring to a color coded spreadsheet
and replying to a confusing ...
That’s why so many agencies invest in
project management software. They need an
easy to use interface to track timelines, ...
They need something people will actually
want to use, which is no easy feat.
We’ve put together a list of some of the top
platforms that are specifically made with
agencies in mind.
But first, here are a few things to
consider when outlining your process:
1
Is scalability a key issue?
1
Is scalability a key issue?
Is your agency growing fast, and do you want
it to grow even faster? Can the tools scale
wit...
2
Is it user-friendly?
2
Is it user-friendly?
Will your staff like using the interface to
schedule projects, track their time, and stay
up-to-date...
3
Is it flexible?
3
Is it flexible?
How does the tool integrate with other
software your agency uses? Do you want to
use billing features, ti...
4
Does it provide enough customization?
4
Does it provide enough customization?
What reports and features will you religiously
use, and does the software allow yo...
5
What features really matter?
5
What features really matter?
There are project management tools that come
loaded with everything you could ever want to
...
.
14 Agency Project Management
Software Options to Consider
Workmajig brings together accounting, client
management, new business, creative, media,
traffic, and production departments ...
Features include:
•  Integration with STRATA and SmartPlus for media billing
•  Ability to see all prospects in an agency’...
FunctionPoint provides tools for multiple
departments, including new business,
accounting, client services, traffic, and cre...
Features include:
•  File sharing and approvals workflows
•  Scheduling and assigning tasks and managing individual
workloa...
Central Desktop is an online-based
collaboration tool that helps the entire agency
stay on-task and informed of a project’...
Features include:
•  File sharing and approvals workflows
•  Scheduling and assigning tasks and managing individual
workloa...
10,000ft is a visually pleasing project
management and planning tool with an
interactive interface.
Features include:
•  Drag-and-drop interface allowing managers to adjust
timelines and projects based on evolving needs
• ...
FunctionFox provides three different levels of
project management software – from simple
project and time tracking to advan...
Features include:
•  A dedicated account manager who helps agencies set up
the software and provides support as the compan...
Brightpod has a Trello-like board interface
that allows users to track projects, ideas,
and tasks.
Features include:
•  Custom workflows for different types of projects
•  An editorial calendar for managers whot rack social...
Clients & Profits provides four levels of
its tool for growing and changing
agencies.
Features include:
•  Account management tools, such as creative briefs, change
orders, status reports, and a CRM
•  Web po...
Teamwork is a project management
tool that specializes in bringing together
remote workers.
Features include:
•  Customizable navigation for showing what matters most to
teams
•  Ganntt chart for visualizing milest...
Paymo gives agencies the ability to customize
the dashboard to see what is most important
to each person in the company.
Features include:
•  Customizable navigation for showing what matters most to
teams
•  Ganntt chart for visualizing milest...
Liquid Planner has a different methodology for
project management in that it sets timelines
based on estimates. It then giv...
Features include:
•  Time tracking features integrate with a rate sheet
•  Resource management screen for viewing who is a...
WorkZone provides the customization and tools for
teams that want something more than a simple task
manager. Agencies can ...
Features include:
•  See the workload of each employee per week to determine who is
overloaded and what work needs to be r...
TrafficLIVE works to give account managers,
sales professionals, financial managers, and
leadership the tools they need to se...
Features include:
•  Integrates with MS Project so account managers can easily
import and export project plans
•  Visual d...
Workbook is a project management platform that allows
agencies to customize the software based on what the
agency specifica...
Features include:
•  Integrates with MS Project so account managers can easily
import and export project plans
•  Visual d...
Advantage assigns every account an implementation
specialist, so this project management platform is
perfect for those who...
Features include:
•  Preset templates for creating schedules automatically
•  Ability to change schedules and tasks for mu...
Stay up-to-date on agency
news, tips, and tricks.
SUBSCRIBE TO HUBSPOT’S
AGENCY BLOG
Project Management Tools to Improve Collaboration in Your Marketing Agency
Project Management Tools to Improve Collaboration in Your Marketing Agency
Prochain SlideShare
Chargement dans…5
×

Project Management Tools to Improve Collaboration in Your Marketing Agency

5 663 vues

Publié le

Getting organized can be such a headache. Here's a list of project management tools for marketing agencies to help make your life easier.

Publié dans : Marketing

Project Management Tools to Improve Collaboration in Your Marketing Agency

  1. 1. Projects don’t always go as planned.
  2. 2. You can perfectly outline the tasks, major milestones, and timeline for each project
  3. 3. You can perfectly outline the tasks, major milestones, and timeline for each project …but in the end, things happen.
  4. 4. Clients don’t send the information you need  
  5. 5. Clients don’t send the information you need   A key employee walks out the door  
  6. 6. Clients don’t send the information you need   A key employee walks out the door   A technical issue pops up that requires you to rethink the approach  
  7. 7. This can spiral out of control when everyone is simply referring to a color coded spreadsheet and replying to a confusing email thread.
  8. 8. That’s why so many agencies invest in project management software. They need an easy to use interface to track timelines, tasks, time, and budgets.
  9. 9. They need something people will actually want to use, which is no easy feat.
  10. 10. We’ve put together a list of some of the top platforms that are specifically made with agencies in mind.
  11. 11. But first, here are a few things to consider when outlining your process:
  12. 12. 1 Is scalability a key issue?
  13. 13. 1 Is scalability a key issue? Is your agency growing fast, and do you want it to grow even faster? Can the tools scale with you?
  14. 14. 2 Is it user-friendly?
  15. 15. 2 Is it user-friendly? Will your staff like using the interface to schedule projects, track their time, and stay up-to-date on clients’ status?
  16. 16. 3 Is it flexible?
  17. 17. 3 Is it flexible? How does the tool integrate with other software your agency uses? Do you want to use billing features, time tracking software, a CRM, or a marketing automation tool?
  18. 18. 4 Does it provide enough customization?
  19. 19. 4 Does it provide enough customization? What reports and features will you religiously use, and does the software allow you to make those the focus of your experience? Do you need to collaborate with clients from the platform?
  20. 20. 5 What features really matter?
  21. 21. 5 What features really matter? There are project management tools that come loaded with everything you could ever want to use and there are those that focus on one thing. What does your agency really need to make projects easier to manage?
  22. 22. .
  23. 23. 14 Agency Project Management Software Options to Consider
  24. 24. Workmajig brings together accounting, client management, new business, creative, media, traffic, and production departments and their tasks into one collaboration software platform.
  25. 25. Features include: •  Integration with STRATA and SmartPlus for media billing •  Ability to see all prospects in an agency’s pipeline with an opportunity widget •  Creates accounts receivable aging reports •  Templates for accurate estimating •  Tracks projects per retainers
  26. 26. FunctionPoint provides tools for multiple departments, including new business, accounting, client services, traffic, and creative.
  27. 27. Features include: •  File sharing and approvals workflows •  Scheduling and assigning tasks and managing individual workloads •  Financial reporting and invoicing •  Project and task dashboard for understanding timelines and profitability of projects
  28. 28. Central Desktop is an online-based collaboration tool that helps the entire agency stay on-task and informed of a project’s status.
  29. 29. Features include: •  File sharing and approvals workflows •  Scheduling and assigning tasks and managing individual workloads •  Financial reporting and invoicing •  Project and task dashboard for understanding timelines and profitability of projects
  30. 30. 10,000ft is a visually pleasing project management and planning tool with an interactive interface.
  31. 31. Features include: •  Drag-and-drop interface allowing managers to adjust timelines and projects based on evolving needs •  Dashboard allows managers to see each project’s status based on time, fees, and expenses •  Visual reporting for viewing the big picture of how teams, clients, and projects are doing against goals
  32. 32. FunctionFox provides three different levels of project management software – from simple project and time tracking to advanced reporting and project management.
  33. 33. Features include: •  A dedicated account manager who helps agencies set up the software and provides support as the company grows •  Client- and project-based reporting •  Dashboard so leadership can view profitability •  Custom fields for adding information unique to your agency •  Group and individual calendars
  34. 34. Brightpod has a Trello-like board interface that allows users to track projects, ideas, and tasks.
  35. 35. Features include: •  Custom workflows for different types of projects •  An editorial calendar for managers whot rack social and content plans •  Individual dashboards to team members can track their high-priority items each day •  Log time per task
  36. 36. Clients & Profits provides four levels of its tool for growing and changing agencies.
  37. 37. Features include: •  Account management tools, such as creative briefs, change orders, status reports, and a CRM •  Web portal for client access to job status, calendar, and reports •  Time sheets, approval workflows, and productivity report •  Mult-job, retainer, and media billing
  38. 38. Teamwork is a project management tool that specializes in bringing together remote workers.
  39. 39. Features include: •  Customizable navigation for showing what matters most to teams •  Ganntt chart for visualizing milestones and a drag-and-drop interface for changing project timelines •  Private messaging to individuals or a group and email integration
  40. 40. Paymo gives agencies the ability to customize the dashboard to see what is most important to each person in the company.
  41. 41. Features include: •  Customizable navigation for showing what matters most to teams •  Ganntt chart for visualizing milestones and a drag-and-drop interface for changing project timelines •  Private messaging to individuals or a group and email integration
  42. 42. Liquid Planner has a different methodology for project management in that it sets timelines based on estimates. It then gives you a realistic due date based on best-case and worst-case scenarios.
  43. 43. Features include: •  Time tracking features integrate with a rate sheet •  Resource management screen for viewing who is at capacity and who can take on more projects •  Note features for adding obstacles to getting projects done •  Communication boards that are task-specific
  44. 44. WorkZone provides the customization and tools for teams that want something more than a simple task manager. Agencies can create separate, secure workplaces for different clients or departments, and you can easily make project templates so that adding a new project is easy.
  45. 45. Features include: •  See the workload of each employee per week to determine who is overloaded and what work needs to be reallocated •  A dashboard that shows multiple clients and each project for those clients with a notes section to alert managers to why the project is being held up •  Image viewer so team members can provide feedback in one location
  46. 46. TrafficLIVE works to give account managers, sales professionals, financial managers, and leadership the tools they need to service clients more effectivley and be more profitable.
  47. 47. Features include: •  Integrates with MS Project so account managers can easily import and export project plans •  Visual dashboard shows the breakdown of time spent, money, over-runs, deadlines, deliveries, and more for each project •  Native CRM for business development to track clients and prospects
  48. 48. Workbook is a project management platform that allows agencies to customize the software based on what the agency specifically needs. You start with a basic plan and add features, such as invoicing and billing, vender orders and purchase orders, or CRM and pipeline.
  49. 49. Features include: •  Integrates with MS Project so account managers can easily import and export project plans •  Visual dashboard shows the breakdown of time spent, money, over-runs, deadlines, deliveries, and more for each project •  Native CRM for business development to track clients and prospects
  50. 50. Advantage assigns every account an implementation specialist, so this project management platform is perfect for those who need more in-depth training and suport or are looking for individual consulting.
  51. 51. Features include: •  Preset templates for creating schedules automatically •  Ability to change schedules and tasks for multiple projects at once •  Burn rate charts and a risk analysis summary to discover what projects are at-risk •  Agency owner dashboard with views of cash balance, feeds, and forecasting
  52. 52. Stay up-to-date on agency news, tips, and tricks. SUBSCRIBE TO HUBSPOT’S AGENCY BLOG

×